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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michelle? Claim Your ProfileMichelle Marie Reid has been a financial advisor for over 28 years. Michelle has a diverse background in the financial services industry and has experience working with various firms such as Merrill Lynch, BankBoston Investor Services, Inc., and Investors Capital Corp. Michelle is currently an Investment Advisor Representative with Cetera Investment Advisers LLC. Michelle has a strong background in financial planning, pension consulting, portfolio management, and providing educational seminars. She is registered to provide investment advice in a number of states. Michelle has a commitment to providing her clients with personalized financial advice to help them achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
MA
03/21/2024 - Present
Cetera Investment Advisers LLC (WOBURN MA)
MA
09/15/2006 - 10/03/2016
INVESTORS CAPITAL CORP. (WOBURN MA)
MA
10/20/2004 - 09/21/2006
BANC OF AMERICA INVESTMENT SERVICES, INC. (LYNN MA)
NY
08/30/2000 - 10/20/2004
QUICK & REILLY, INC. (NEW YORK NY)
MA
03/09/2000 - 09/07/2000
BANKBOSTON INVESTOR SERVICES, INC. (BOSTON MA)
TN
10/29/1999 - 03/02/2000
SECURITIES SERVICE NETWORK, INC. (KNOXVILLE TN)
RI
10/02/1997 - 11/24/1999
FISCO EQUITY, INC. (LINCOLN RI)
NY
03/10/1995 - 09/24/1997
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 6/9/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 3/21/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/9/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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